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GlobeNewswire·

Vicor Corporation Raises Q3 2026 Revenue Guidance

  • Vicor raised its Q3 2026 sequential growth guidance from nearly 10% to more than 20% on September 21, 2026.
  • The guidance increase is attributed to royalties from a recently announced non-exclusive license for Vertical Power Delivery (VPD) technology.
  • Four leading OEMs & hyperscalers have secured licenses for Vicor's patented power system technology.
  • Unlicensed hyperscalers sought licenses after their infringing computing systems faced import bans & the risk of bans on VPD systems.
  • CEO Patrizio Vinciarelli noted that early-stage licensing remains possible with low royalty rates since the VPD patent assertion was recent.
  • Suppliers selling infringing modules to licensed customers contribute to scalable, multi-source supply chains.
  • Companies respecting Vicor's patent rights will benefit from expanded market opportunities.
  • Suppliers disregarding patent rights face supply disruption for customers, potential monetary damages, & market exclusion.
  • Vicor designs & markets modular power components & systems based on patented technologies for high performance computing, industrial, transportation, aerospace, & defense sectors.